The Week at a Glance: Stagflation or (temporary) Goldilocks?
Inflation data from the US will take center stage this week after a week of weak growth gauges. Will the US momentum look stagflationary or smell of temporary Goldilocks? To read the full article, sign up for a 14-day FREE trial of the The Macro Connoisseur,...
Steno Signals #107 – The 3 indicators you NEED to watch on recession risks
The recession chatter is back in the US, and for good reasons. The big question is whether it will matter at all for markets. Here’s a list of indicators you need to watch to assess when or if to turn bearish. To read the full article, sign up for a 14-day FREE trial...
EM Watch: A Chinese tale of two very different realities
Will China finally be aided by the USD side of the equation now that pressures on the CNY are stronger than seen at all since the pandemic? The Chinese economy is still navigating a strong export momentum and a terrible domestic momentum To read the full article, sign...
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